Part 11/11:
However, history suggests that such a disconnect between the market and the economy often ends badly—especially when inflation begins to pick up again. Investors should be cautious, prepared for volatility, and vigilant about macroeconomic signals.
As Ray Dalio aptly states, “We want to watch for the pricking of the bubble.” The moment inflation reaccelerates could turn the tides swiftly, transforming this bullish environment into a full-blown correction. As always, discipline, research, and strategic positioning are key in navigating these turbulent waters.